Latest Institutional Transactions on First Trust Nasdaq Technology (TDIV)
This table provides information on the latest institutional transactions involving First Trust Nasdaq Technology (TDIV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-378- 2.73% |
$26.7K - $30.6K
|
13.5K
$1.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-559- 47.21% |
$39.4K - $45.3K
|
625
$49.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
7+ 0.2% |
$494 - $567
|
3.43K
$273K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-5.66K- 1.83% |
$399K - $459K
|
304K
$24.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13K- 1.4% |
$917K - $1.05M
|
917K
$73M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.83K- 1.8% |
$481K - $553K
|
372K
$29.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
SELL
|
- |
-162- 2.75% |
$11.4K - $13.1K
|
5.72K
$456K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.6K+ 2.82% |
$744K - $855K
|
385K
$30.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
280+ 5.12% |
$19.7K - $22.7K
|
5.75K
$458K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.18K+ 66.35% |
$153K - $176K
|
5.45K
$434K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.76K+ 1.52% |
$124K - $142K
|
117K
$9.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-375- 17.19% |
$26.4K - $30.4K
|
1.81K
$144K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.11K- 3.57% |
$78.5K - $90.2K
|
30.1K
$2.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-212- 3.23% |
$14.9K - $17.2K
|
6.36K
$506K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
115KNew |
$8.08M - $9.29M
|
115K
$9.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-669- 3.12% |
$47.2K - $54.2K
|
20.8K
$1.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.95K+ 3.4% |
$137K - $158K
|
59.3K
$4.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-113- 1.36% |
$7.97K - $9.16K
|
8.17K
$651K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.2K+ 16.47% |
$84.4K - $97K
|
8.47K
$674K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.94KNew |
$208K - $239K
|
2.94K
$234K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-315- 3.21% |
$22.2K - $25.5K
|
9.49K
$756K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
7+ 0.74% |
$494 - $567
|
957
$76.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
19.4KNew |
$1.37M - $1.58M
|
19.4K
$1.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-559- 3.94% |
$39.4K - $45.3K
|
13.6K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
3.58K+ 22.02% |
$252K - $290K
|
19.8K
$1.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-119- 14.02% |
$8.39K - $9.65K
|
730
$58.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
11.8KNew |
$830K - $955K
|
11.8K
$938K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-234- 7.33% |
$16.5K - $19K
|
2.96K
$236K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
5.46KNew |
$385K - $442K
|
5.46K
$435K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-43- 0.53% |
$3.03K - $3.49K
|
8K
$637K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-382- 14.86% |
$26.9K - $31K
|
2.19K
$174K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-3.36K- 11.21% |
$237K - $273K
|
26.6K
$2.12M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.29K+ 12.27% |
$302K - $348K
|
39.3K
$3.13M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-60- 1.19% |
$4.23K - $4.86K
|
5K
$398K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.47K- 1.31% |
$245K - $281K
|
261K
$20.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 1.71% |
$212 - $243
|
178
$14.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-716- 4.36% |
$50.5K - $58K
|
15.7K
$1.25M
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-64- 0.2% |
$4.51K - $5.19K
|
31.8K
$2.53M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2K+ 12.28% |
$141K - $162K
|
18.3K
$1.46M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
36New |
$2.54K - $2.92K
|
36
$2.87K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
17.2KNew |
$1.21M - $1.4M
|
17.2K
$1.37M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
5+ 0.1% |
$353 - $405
|
4.77K
$380K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
209New |
$14.7K - $16.9K
|
209
$16.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.78KNew |
$196K - $225K
|
2.78K
$222K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.22KNew |
$227K - $261K
|
3.22K
$256K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-259- 4.47% |
$18.3K - $21K
|
5.54K
$441K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
6.43KNew |
$453K - $521K
|
6.43K
$512K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4+ 0.01% |
$282 - $324
|
48.5K
$3.86M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.46K+ 3.15% |
$385K - $443K
|
179K
$14.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-580- 12.43% |
$40.9K - $47K
|
4.09K
$325K
|